SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,088,377 | -2.8% | 598,601 | +2.3% | 1.66% | +0.7% |
| Q2 2023 | $22,725,245 | +5.7% | 585,099 | +2.7% | 1.65% | +1.3% |
| Q1 2023 | $21,509,713 | +107967.3% | 569,492 | +5.8% | 1.63% | +5.1% |
| Q4 2022 | $19,904 | -99.9% | 538,394 | +22.4% | 1.55% | +24.9% |
| Q3 2022 | $14,982,000 | -4.6% | 439,858 | +0.8% | 1.24% | +2.6% |
| Q2 2022 | $15,702,000 | -14.3% | 436,415 | +0.2% | 1.21% | -2.0% |
| Q1 2022 | $18,324,000 | -14.0% | 435,562 | -8.7% | 1.24% | -9.5% |
| Q4 2021 | $21,309,000 | +14.9% | 476,822 | +9.6% | 1.36% | +5.8% |
| Q3 2021 | $18,542,000 | -3.4% | 435,251 | -0.4% | 1.29% | -3.6% |
| Q2 2021 | $19,203,000 | -7.1% | 437,028 | -10.7% | 1.34% | -13.8% |
| Q1 2021 | $20,681,000 | +9.2% | 489,280 | -7.5% | 1.55% | +2.8% |
| Q4 2020 | $18,936,000 | +69.2% | 528,961 | +29.4% | 1.51% | +52.2% |
| Q3 2020 | $11,190,000 | +47.5% | 408,715 | +43.1% | 0.99% | +38.0% |
| Q2 2020 | $7,587,000 | – | 285,577 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |